Express News | Morgan Stanley CEO: Optimistic about the US stock market, expects the s&p 500 to continue rising.
The "bond guardian" is poised and ready! Shorting U.S. stocks will be the next stop for the "Trump trade"?
If Trump acts according to his previous promises, the next target of the "Trump trade" may be to short the stocks that have risen strongly so far.
Wells Fargo & Co calls for 2025: Trump's policies and strong economy may push s&p 500 above 6600 points.
wells fargo & co raised the s&p 500 target range to 6500-6700 points, expecting economic growth and Trump's policies to boost corporate profit growth.
Goldman Sachs outlook for the 2025 global mmf market: the era of a "stronger and longer-lasting dollar" has arrived, with non-us mmf facing "internal and external difficulties" under tariff pressure.
Goldman Sachs pointed out that by 2025, the dollar will be "stronger and more durable". The USA may implement a broader range of tariffs and fiscal policy adjustments in the future, which will further enhance the competitiveness of the dollar and suppress the performance of other "challenger" currencies. In addition, the bias in capital flows, as well as the resilience of the USA economy, have provided solid support for the dollar.
What signal? The cash-out speed of 'insiders' in the U.S. stock market sets a new record.
Insiders of publicly traded companies in the usa are cashing in on the stock market boom after the election. According to VerityData, in the fourth quarter, the ratio of insider sellers to buyers among companies in the s&p 500 index was 23.7 to 1, the highest level since the usa first mandated numerical disclosure of insider trading in 2004.
A single action can influence the whole body! The impact of nvidia on the US stock market is beyond imagination.
Nvidia's financial report shows approximately doubled year-on-year revenue and profit growth, but the revenue forecast for the fourth quarter did not meet the highest expectations of analysts, leading to a post-market drop of over 5% in stock price. Nvidia currently has a market cap of $3.6 trillion, accounting for 7% of the s&p 500 index weight, and its performance fluctuations significantly affect market sentiment. Nvidia's next generation Blackwell GPU has been fully put into production and is expected to be in short supply.